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re: Stocks on your watch list

Posted on 2/15/21 at 8:48 am to
Posted by xxTIMMYxx
Member since Aug 2019
17562 posts
Posted on 2/15/21 at 8:48 am to
quote:

The only issue I have with Roku is the durability of their remotes


oh my god, yes. I thought it was just me. so annoying. It's not because they are old either. I have a new one that does the same thing as the older ones.
This post was edited on 2/15/21 at 8:50 am
Posted by Jag_Warrior
Virginia
Member since May 2015
4292 posts
Posted on 2/15/21 at 8:52 am to
quote:

The ad potential is huge.


This is the point that some are missing. Not only does ROKU have a rather dominant position with respect to hardware adoption and partnerships with OEM TV manufacturers (where Apple badly lags), it’s the ad revenue that will continue to put money in their pocket.
Posted by cgrand
HAMMOND
Member since Oct 2009
48715 posts
Posted on 2/15/21 at 8:59 am to
quote:

And their buyout prospects are also insane,if they chose that route.

they will get bought out or merge with one of the mega techs at some point...it just makes too much sense. ROKU is a platform now and there’s no going back
Posted by Dawgfanman
Member since Jun 2015
26309 posts
Posted on 2/15/21 at 9:04 am to
quote:

I’m just not understanding the appeal to roku. When these smart TVs are in the majority of homes why do I need a roku stick anymore? I used to have one but with my smart tv I don’t need it anymore.


Lots of cheaper smart TVs are builtin with Roku. My kids both have 1, they cost like 70 bucks on sale.

Posted by cgrand
HAMMOND
Member since Oct 2009
48715 posts
Posted on 2/15/21 at 12:07 pm to
fantastic insight from Ophir here on GOGO

LINK

TLDR: the convertible notes igoringa describes above at $6 act as a deep in the money call option which cancels out a large portion of the short float. And the higher the price goes, the less likely GOGO will be able to buyback those notes, thus at exercise they will have to issue stock to cover that call, creating dilution for current shareholders

so here is the risk...if GOGO gets memed up based on the published short interest, long holders will get screwed. Any unnatural run up will not last very long so if you are in it for the squeeze be very careful
Posted by rocket31
Member since Jan 2008
41887 posts
Posted on 2/15/21 at 12:11 pm to
hmm, appreciate the GOGO posts guys
Posted by TulaneLSU
Member since Aug 2003
Member since Dec 2007
13633 posts
Posted on 2/15/21 at 12:15 pm to
Friend,

Can you please alert us if and when there is an unnatural price rise of GOGO?

So it seems it is best for long investors to hope this stock piddles for a few years until time for that loan repayment, and then explodes when that bad debt is repaid?

Yours,
TulaneLSU
This post was edited on 2/15/21 at 12:18 pm
Posted by Tiger_Eye
Member since Feb 2021
32 posts
Posted on 2/15/21 at 2:23 pm to
Thoughts on GSAT?
Posted by bass
Member since Oct 2016
4801 posts
Posted on 2/15/21 at 7:26 pm to
quote:

Applied Materials, Inc. (NASDAQ: AMAT) is poised to benefit from unprecedented strength in the semiconductor capital equipment industry, according to D.A. Davidson. The Applied Materials Analyst: Thomas Diffely upgraded Applied Materials from Neutral to Buy and raised the price target from $90 to $130.
quote:

Applied Materials has maximum exposure to Taiwan Semiconductor Manufacturing Company and is “poised to outperform its peers this year,” according to D.A. Davidson.

I was thinking about closing my AMAT position this week but now I just might hang on.
This post was edited on 2/15/21 at 7:28 pm
Posted by cgrand
HAMMOND
Member since Oct 2009
48715 posts
Posted on 2/15/21 at 8:04 pm to
probably a gap up tomorrow all across the markets.
nikkei is way up as are US futures

will be a good day to be long and not a good day to chase
Posted by castorinho
13623 posts
Member since Nov 2010
87440 posts
Posted on 2/15/21 at 8:17 pm to
I'm over this long break
Posted by jangalang
Member since Dec 2014
52864 posts
Posted on 2/15/21 at 8:20 pm to
Did Ophir say behind a pay wall which of his top picks turned down an interview?
Posted by Yak
DuPage County
Member since May 2014
4672 posts
Posted on 2/15/21 at 8:36 pm to
quote:

will be a good day to be long and not a good day to chase
joke's on them I got no money to chase with
Posted by JimMorrison
The Peninsula
Member since May 2012
20747 posts
Posted on 2/15/21 at 8:51 pm to
quote:

probably a gap up tomorrow all across the markets.
nikkei is way up as are US futures

will be a good day to be long and not a good day to chase


VIX is also up
Posted by ThatsWhatSheSaid69
Member since Aug 2012
95 posts
Posted on 2/15/21 at 8:57 pm to
ROKU
Posted by jangalang
Member since Dec 2014
52864 posts
Posted on 2/15/21 at 9:20 pm to
quote:

ROKU

Look who got uppity.
Posted by cgrand
HAMMOND
Member since Oct 2009
48715 posts
Posted on 2/16/21 at 6:51 am to
TDOC inching towards 300
SE and SQ above 280
Posted by brightside878
Baton Rouge
Member since Sep 2009
1650 posts
Posted on 2/16/21 at 7:36 am to
Hey Cgrand I’ve followed a lot of your posts and appreciate the last picks. What do you think GOGO is capable of?
Posted by TheChosenOne
Member since Dec 2005
18873 posts
Posted on 2/16/21 at 7:43 am to
quote:

I was thinking about closing my AMAT position this week but now I just might hang on.


Pushing 120 PM. Definitely worth holding all or some through earnings imo. I don't see how they don't have a good report with great guidance.


Posted by cgrand
HAMMOND
Member since Oct 2009
48715 posts
Posted on 2/16/21 at 7:45 am to
I want to be in GOGO for the long term and have a good position built now below 12. I would not be surprised if it runs up and then right back down in the short term

be nimble if you don’t want the long ride
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